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Rule Creation for Bank Reconciliation

GR8 Place Ltd 4 years ago updated by Kal Sohal 1 year ago 5

Like mymoneydashboard and similar they have RULEs so that once the system has been told about a transaction when it see another similar (same reference, same accounts, same value) etc it asks if you want to create a rule to auto-add the entry.

Any plan to create a "Rule" generator ?

I have asked for this a while ago and was told that they'll be looking into it. I wonder of they ever did.

This would save us a massive amount of time.

This would definitely save time - a major reason for using any serious management system.

In my opinion a major omission.

This is one the most useful features of most accounting platforms such as QB and Xero, in my opion a major omission from LV, and something that should be relatiely easy to add

Agree that this constitutes a gaping hole in the LV software. It's a straightforward thing to code. Please integrate ASAP.

Come back to check this feature request 2 years on - still a massive  omission!

Manually searching and categorising bank entries ( tenant payments, utility bill payments etc etc ) is a major time consuming task. If you are serious about your software - why is it still missing?